Senior Client Service Associate

Job Description

Job Description

About the Firm :

A multibillion dollar wealth advisory firm committed to delivering personalized financial solutions and exceptional service. Their team thrives on collaboration, integrity, and a shared passion for helping clients achieve their financial goals.

Position Overview :

They are seeking a highly motivated and detail-oriented Senior Client Service Associate to join their team. This role is pivotal in ensuring a seamless client experience by supporting advisors, managing client relationships, and overseeing operational processes.

Key Responsibilities :

• Serve as the primary point of contact for high-net-worth clients, providing exceptional service and support.
• Manage onboarding and account maintenance, including new account setup, transfers, and documentation.
• Liaise with custodians and vendors to resolve client issues and ensure timely execution of requests.
• Prepare client reports, presentations, and meeting materials.
• Support advisors with scheduling, follow-ups, and client communications.
• Ensure compliance with regulatory requirements and internal policies.
• Identify opportunities to improve processes and enhance the client experience.

Qualifications :

Company Description

Operating as part of Phaidon International, Selby Jennings is a multi-award winning global recruitment organization focused on servicing the financial industry.

By breaking down financial markets into individual niches and micro-specialisms, Selby Jennings powers a knowledge-led model, delivering global solutions into local markets. Every consultant is an expert in their field. Structuring our teams to mirror the demands of our clients and candidates, we identify, qualify and present the highest caliber candidates, as well as identifying the best market opportunities for leading finance professionals.

We work in partnership with clients to tailor-make a suitable search model based on the type of assignment and client service level requirements, adopting a bespoke combination of solutions to ensure optimum reach into the active and passive market places.

From our offices around the world, we recruit beyond international boundaries, pro-actively sourcing the best talent in the industry. Across contingent, retained, and project solutions, our service is unrivaled; speaking to our level of service provision, search accuracy, and flexibility.

Company Description

Operating as part of Phaidon International, Selby Jennings is a multi-award winning global recruitment organization focused on servicing the financial industry.\r\n\r\nBy breaking down financial markets into individual niches and micro-specialisms, Selby Jennings powers a knowledge-led model, delivering global solutions into local markets. Every consultant is an expert in their field. Structuring our teams to mirror the demands of our clients and candidates, we identify, qualify and present the highest caliber candidates, as well as identifying the best market opportunities for leading finance professionals.\r\n\r\nWe work in partnership with clients to tailor-make a suitable search model based on the type of assignment and client service level requirements, adopting a bespoke combination of solutions to ensure optimum reach into the active and passive market places.\r\n\r\nFrom our offices around the world, we recruit beyond international boundaries, pro-actively sourcing the best talent in the industry. Across contingent, retained, and project solutions, our service is unrivaled; speaking to our level of service provision, search accuracy, and flexibility.